Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
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Fixed Income: The spotlight is on government bonds
Fixed Income: The spotlight is on government bonds
Ariel Bezalel and Harry Richards examine the prospects for the US economy and the outlook for interest rates following the first rate cut in the current cycle.
Read time - 5 min.
01.10.2024
India: Are the growth drivers intact?
India: Are the growth drivers intact?
Avinash Vazirani and Colin Croft take stock of the Indian economy and what that holds for the country’s stocks.
Read time - 4 min.
23.09.2024
What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Read time - 5 min.
10.09.2024
The Hitachi blueprint: corporate restructuring in Japan
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Read time - 9 min.
25.07.2024
Higher rates begin to bite
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Read time - 5 min.
23.07.2024
Asia Pacific for income and growth
Asia Pacific for income and growth
In his latest video, Jason Pidcock discusses the best opportunities in the Asia Pacific region, the importance of diversification, and more.
26.06.2024
The importance of diversification
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Read time - 5 min.
24.06.2024
Modi’s re-election augurs well for reforms
Modi’s re-election augurs well for reforms
Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
Read time - 7 min.
05.06.2024
Remoteness: Accessing the best of emerging markets
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Read time - 6 min.
10.04.2024
Global government bonds: opportunities & diversification in emerging markets
Global government bonds: opportunities & diversification in emerging markets
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
Read time - 4 min.
04.04.2024
Investing in an age of data overload
Investing in an age of data overload
Amadeo Alentorn, lead investment manager, systematic equities, discusses how to make investment decisions in a world increasingly driven by large amounts of data.
Read time - 10 min.
28.03.2024
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time - 5 min.
20.03.2024
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